Method Community

I've created an entirely new set of tables and associated screens for a part of our business that is custom to our industry. This data should be "protected" similar to the current filters for listing Estimates, Sales Orders and Invoices. How do I create filters for my custom data/screens that will behave like the built-in shared ...

Hi m.guy,  I logged into your account, and noticed that the BillPayment screen as you have described, has not been updated as was expected. I will create an internal ticket for this issue and will update you once I have updated information.  Ronen

Hi Sunny, The login screen for the portals is currently not customizable. I will update this forum post when we have any updates for this request. Ronen

Hi swm023,  If you copy a screen from a location where it doesn't work and make the changes on the account where you want it to work and click publish, then it should make the default value on the current screen.  Did you log into the screen where it doesn't suppose to work and notice that on that screen the default value is ...

Hi Sunny,  I have some questions to ask you: 1. If you right click on the logo that you want to upload to the portal, is it showing as a height of 48 pixels? 2. If you right click on the logo that is uploaded to the portal, is it showing as a height of 48 pixels? Ronen

Steven - While what Mark says is accurate, there are two big things you need to be cautious of. 1. If you delete all start and top times, that could have a big impact on historical reports that use that information for job costing.   2. If you uncheck all the 1000s of waiting for sync approvals then they'll *all go straight to ...

Hi swm023,  Have you conducted a Changes - Only Synchornization? Ronen

Hi Steven,  The suggestion that Mark has made seem accurate. Thanks Mark for helping out.  Ronen

Hi Sunny,  I will consider this issue with the team and will update this forum post once I have an update. I am not sure thought when or if this would be implemented in the future.  Ronen    

Ok, up until yesterday I was able to save description-only lines in Method screens like the Sales Order screen, and have them copy over to the Invoice screen when I created an Inv from the SO. This mirrored QB's capability   As of today, however, I am getting a warning error from Method requiring an Item to be selected before I can save ...